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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $616,229 | $227,399+171.0% | $189,758+224.7% | $198,609+210.3% |
| Participation rate | 38.5% | 84.0%-45.5pp | 79.8%-41.3pp | 82.4%-43.9pp |
| Annual return | 92.95% | 61.03%+31.9pp | 52.62%+40.3pp | 202.70%-109.7pp |
| Employer contribution / active EE | $1,617 | $5,526-70.7% | $4,767-66.1% | $5,055-68.0% |
| Participant deferral / active EE | $4,773 | $6,837-30.2% | $5,856-18.5% | $6,977-31.6% |
| Admin fee / account holder | $4,083 | $25,162-83.8% | $20,388-80.0% | $19,030-78.5% |